A complete list of active advisors currently associated with Grant Tani Barash & Altman, LLC

Warmer can help you find a great advisor at Grant Tani Barash & Altman, LLC or one who fits your needs even better.

Grant Tani Barash & Altman (GTBA) serves high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, estates, corporations and pension/profit‑sharing plans. The firm operates as a multi‑family office providing bundled business management services—bookkeeping, accounting, tax planning and preparation, bill pay and related administrative services—alongside investment advisory and consulting services. GTBA typically acts as a liaison to third‑party investment managers, offering non‑discretionary recommendations, due diligence and portfolio monitoring, and will assist clients in developing or updating an Investment Policy Statement and asset allocation. The firm’s discretionary investment authority is narrowly focused on short‑term cash and cash‑equivalent instruments (e.g., U.S. Treasury securities, money market funds and similar products), while other investments are generally managed by selected third‑party managers at the client’s direction. What distinguishes GTBA from many peers is the integration of in‑house accounting and tax services with advisory functions and its affiliations through Hightower to a trust company, broker‑dealer and other investment advisory and consulting entities (including a named pension consultant affiliate). Those affiliations enable a broader set of services and coordinated resources but also create potential referral and conflict‑of‑interest considerations that the firm discloses and addresses through policies and client disclosures; GTBA also typically charges a bundled business‑management fee rather than a standard percentage‑of‑AUM advisory fee and provides bill‑pay and limited power‑of‑attorney arrangements that can result in custodial implications subject to annual surprise examinations.

To learn more about the advisors currently working at Grant Tani Barash & Altman, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.